Filed April 30, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPNS CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | $177,600 |
BLACKROCK8+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $30,201 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,633 | $119,153+97.8% | $151,634+55.4% | $78,104+201.7% |
| Participation rate | 97.8% | 92.5%+5.3pp | 87.5%+10.3pp | 74.5%+23.3pp |
| Annual return | -17.28% | -10.83%-6.4pp | 3.32%-20.6pp | 10.90%-28.2pp |
| Employer contribution / active EE | $11,120 | $5,298+109.9% | $6,165+80.4% | $3,128+255.6% |
| Participant deferral / active EE | $13,482 | $8,624+56.3% | $8,363+61.2% | $5,089+164.9% |
| Admin fee / account holder | $19 | $69-72.8% | $11,614-99.8% | $79-76.3% |